Virtue Asset Management

Virtue Asset Management at a glance

• One of 330 fee-only firms based in Illinois in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 3 employees and 97 individual clients, 77 of them high net worth.
• Its average account is about $810,000 (assets it manages divided by its 261 accounts).

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Virtue Asset Management fees

Virtue Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• David Valenti

  CFP

• Lorie Shah

  CFP

• Robert Finley

  CFA · CFP